Category Archives: Special Needs Trusts

There are basically two main types of Special Needs trusts: 3rd party or self settled. There are actually many other types but these are two main categories that they all fall into. Third party trusts are set up by one person for the benefit of another. Self-settled, as the name implies, is set up by the person who needs the trust. In both cases probate Court involvement may be required. There are many factors which is beyond the focus of this post. The key is hiring an experienced California estate planning attorney. Good luck. -John

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Pledge From John

I pledge that I will help administer your probate or trust administration to be best suited to you, my client. I will serve you with integrity, professionalism and sensitivity. I will work with your goals, objectives and particularities in mind. I will do the work in an expedient, ethical and highly competent manner. I am dedicated to the bottom line, which is creating the best opportunities and advantages for my clients.
- John Palley